UBS Global Enhanced Equity Income Fund C Acc

Name
UBS Global Enhanced Equity Income Fund C Acc
Manager
UBS Asset Management Funds Ltd
Type
Open Ended Investment Company
ISIN
GB00BL0RSN63
Sector
Global Equity Income
Launched
20/11/2014
OCF
0.72 %
Risk Rating
5
3 Year Sharpe
0.65
3 Year Alpha
-0.49
Yield
8.7 %
Benchmark
MSCI ACWI GR USD
The Fund invests in the UBS (Lux) Equity SICAV – Global Income (USD), a sub-fund of UBS (Lux) Equity SICAV (the “Master Fund”) with the aim of generating above-average returns relative to that of the global equity market.The Master Fund has a global investment focus and predominantly invests in the shares of small, medium and large companies in developed and emerging markets. The Master Fund aims to achieve above-average share earnings compared to the global equity market and to pay above-average share earnings (largely derived from dividends and call option premiums).It is envisaged that the Fund will normally be near to fully invested in the Master Fund, though it may also invest in cash and near cash.
Holding %
UBS (Lux) ES Glbl Inc $ £ H I-B-UK-mdist 99.50 %
Region %
United States 47.59 %
Japan 13.67 %
Eurozone 11.37 %
Asia - Developed 9.59 %
United Kingdom 7.94 %
Sector %
Financial Services 18.11 %
Communication Services 13.80 %
Technology 9.97 %
Real Estate 9.58 %
Healthcare 8.80 %
Utilities 8.33 %
Energy 8.04 %
Consumer Defensive 7.50 %
Industrials 6.48 %
Consumer Cyclical 5.86 %
Name
UBS Asset Management Funds Ltd
Address
EC2M 2QS, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Patrick Zimmermann
Joined 11/20/2014

Patrick Zimmermann is the head of Quantitative Investments Portfolio Management, which is part of Systematic and Index Investments. Apart from leading the team, he is responsible for the management of various quantitative Global equity strategies. Patrick also plays an active role in the research and development of stock selection models for various equity markets. Prior to joining UBS Asset Management in 2008, Patrick was an equity portfolio manager at Credit Suisse Asset Management, focusing on quantitative equity investment products and research for European equities. He has also worked as a senior economist and strategist at Zürcher Kantonalbank. Patrick has published articles in refereed financial industry journals. Patrick is a member of the Swiss Bankers Association.

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